APWM
ICLR icon

Atlas Private Wealth Management’s Icon ICLR Stock Holding History

Atlas Private Wealth Management’s Portfolio ICLR Stock Details ICLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-350
Closed -$69K – 228
2021
Q1 		$69K Buy
350
+250
+250% +$49.4K 0.04% 166
2020
Q4 		$19K Sell
100
-250
-71% -$48.9K 0.01% 263
2020
Q3 		$67K Hold
350
– – 0.05% 165
2020
Q2 		$59K Hold
350
– – 0.05% 183
2020
Q1 		$48K Hold
350
– – 0.04% 183
2019
Q4 		$60K Buy
+350
New +$54K 0.05% 193

Other funds holding ICLR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Atlas Private Wealth Management's ICLR Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Icon (ICLR) in Q2 2021, closing a stake of 350 shares — an estimated $69K sold.

Atlas Private Wealth Management first reported a position in ICLR in Q4 2019 and held it in 6 quarters. The position peaked at $69K in Q1 2021. 447 funds tracked by Wall St. Rank hold ICLR as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Icon position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 350 Icon shares in Q2 2021, an estimated $69K.
  • Atlas Private Wealth Management first reported a position in Icon in Q4 2019 and held it in 6 quarters.
  • Atlas Private Wealth Management's Icon position peaked at $69K in Q1 2021.
  • 447 funds tracked by Wall St. Rank held Icon as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.